Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Senate to Vote on Patent Reform; FPA Says Axe Tax Strategy Patents
By Kate McBrideUpcoming vote to ‘eliminate tax strategy patents’ a plus for planners and taxpayers, FPA says.
February 01, 2011
The Advisor as CoachAnyone who has ever been in a role of advisor, mentor, consultant or counselor understands the pressures of feeling they need to know all the answers.…
February 01, 2011
Dispatches from the Tax-Efficient FrontierCongress has passed a measure to postpone income tax increases for at least two more years, but, inevitably, most experts predict lawmakers will be forced…
January 31, 2011
Social Security Tax Break Should Go to 401(k)s: The HartfordThe Hartford Financial Services Group is encouraging Americans to redirect the recently implemented two-percentage point reduction in Social Security payroll taxes to their employer’s 401(k) or other defined contribution retirement plan.
January 28, 2011
Best of AdvisorOne: Top Five Tax Planning ArticlesThe top stories in January from AdvisorOne on taxes: new tax legislation, IRS rules, IRAs and cash balance pension plans
January 27, 2011
CBO: Estate Tax Still Could Return to 2001 LevelsThe estate and gift tax provisions enacted in 2010 are set to expire in 2013, Congressional Budget Office analysts note in a budget outlook review.
January 27, 2011
CBO: Estate Tax Still Could Return to 2001 LevelsThe estate and gift tax provisions enacted in 2010 are set to expire in 2013, Congressional Budget Office analysts note in a budget outlook review.
January 27, 2011
Sen. Tim Johnson Says He'll Focus on Implementing Dodd-FrankSenator Tim Johnson, D-SD, on Thursday was officially named chairman of the Senate Committee on Banking, Housing, and Urban Affairs.